2023 financial resolutions
Published: January 10th, 2023
Time to give your financial plans an overhaul? Most of us have probably made at least one New Year’s resolution, but how many of us…
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Working 9 to 5
Published: January 5th, 2023
More over-65s are still working than six years ago More people in the UK aged between 65 and 74 are still working compared to six…
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Solving investor challenges
Published: December 20th, 2022
How to take less risk when investing There are a number of strategies that individual investors can use to take less risk when investing. Diversification…
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2022 Markets Review, Portfolio Positioning & Outlook
Published: December 13th, 2022
December 2022 The Markets We wrote in last year’s review that the exceptional returns seen in 2021 were not sustainable. Against a backdrop of very…
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Investing for positive change
Published: December 6th, 2022
More investors align investments with personal values Over the past few decades, there has been a growing interest and awareness in investing in companies that…
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The Autumn Statement
Published: November 18th, 2022
Following September’s disastrous ‘mini-budget’, the Autumn statement was always deemed, and designed, to be a signal that the adults were back in charge. There is…
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Spotting an investment scam
Published: November 18th, 2022
How scammers are getting more convincing Around half of UK adults (51%) have or know someone who has received a suspicious communication in the last…
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Why bother with Bonds?
Published: November 4th, 2022
November 2022 Global bond markets have performed horribly in 2022 as inflation has soared. The UK Government bond (gilt) market was also torpedoed by a…
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Bringing pensions together
Published: October 31st, 2022
What to consider if you have multiple pension pots The employment landscape has evolved significantly over the last few decades and changing jobs multiple times…
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Q3 2022 Quarterly Market Report
Published: October 19th, 2022
Summary There are encouraging signs that inflation in the US may have peaked but we are less confident that the same applies in the UK…
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